Indigo Marketing Agency

FEBRUARY 6, 2020

About Bryan Lee, CFP ®. to provide fee-only financial planning and investment advisory services to individuals and small businesses using a unique financial life planning approach and process. I’d like to thank Bryan Lee, CFP®, of Strategic Financial Planning for sharing how Indigo Marketing has helped his firm.

Certified Financial Planner 52

Certified Financial Planner CFP Financial Planning Fee Only 52

Your Richest Life

MARCH 8, 2024

However, about 58 percent of women still leave the major financial decisions up to their male partners, according to a study from UBS Global Wealth Management. A GoBankingRates survey found that 90 percent of women either controlled household finances, or shared that control with their partner.

Financial Planning 59

Financial Planning Planning Medical Retirement Planning 59

Sara Grillo

JANUARY 9, 2023

We welcome Dwight Dettloff, CPA, CFP, and Knut Rostad to today’s discussion. Specific examples: Educating financial advisors of all business models (AUM, fee only, commission, etc.) Dwight Dettloff, CPA, CFP® is the founder of Winding Trail Financial Planning in Colorado. Let’s get into it, folks!

Financial Planning 52

Financial Planning Planning Financial Planner CFP 52

Sara Grillo

AUGUST 14, 2023

The Institute exists to preserve, protect and defend fiduciary principles in investment advice, wealth management and financial planning. Rostad earned his BA in Political Science from the University of Vermont and MBA from the Norwegian School of Management in Oslo. She obtained her CFP designation in 2003.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Clever Girl Finance

JULY 16, 2023

Financial planner (CFP) A financial planner will help you reach your money goals and also works with you on your current finances. A CFP stands for Certified Financial Planner (Certified by the CFP board) , which is what you should look for if you decide to go this route. The percentage is typically about 1%.

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Clever Girl Finance

JULY 16, 2023

Financial planner (CFP) A financial planner will help you reach your money goals and also works with you on your current finances. A CFP stands for Certified Financial Planner (Certified by the CFP board) , which is what you should look for if you decide to go this route. The percentage is typically about 1%.

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Inside Information

OCTOBER 30, 2021

He thinks that the distinction has been deliberately (and very effectively) blurred by the brokerage industry, which advertises itself as helping facilitate peoples’ dreams with financial planning and investment advice, whose brokers call themselves, on their business cards, advisors, vice presidents of investments or wealth managers. “If

CFP 40

CFP Commission Investing Investments 40

Sara Grillo

MAY 23, 2022

This interview with Cody Garrett, CFP, of Measure Twice Financial was mind-blowing. The advice-only movement is a bigger move than a shift in fees – it’s a transcendence to a higher level of morality, transparency, and service to the consumer. What is an advice-only financial planner? So please subscribe!

Financial Planner 52

Financial Planner CFP Financial Planning Education 52

Zoe Financial

FEBRUARY 16, 2023

If you would like to schedule a time to speak directly with author Keith Corbett, CFP® about these strategies, or any other personal finance topics, please reach out using this link for a free consultation. This information is not intended to be a substitute for specific individualized tax advice.

Taxes 52

Taxes Distribution CFP Accounting 52

FMG

JULY 13, 2022

Dorsey Wealth Management offers fee-only wealth management and retirement planning for women and couples, and they do a great job of creating and sharing content that answers pressing questions and pertains to their clients, as well. For example, C.L. Wrapping It Up.

Media 72

Media Financial Advisor CFP Wealth Management 72

Sara Grillo

NOVEMBER 14, 2022

Fee only advisors can now purchase annuities for their clients without having to be licensed agents. Mettler is a CFP® certificant (INSERT LINK WHEN AVAIL) and he says that even the CFP Board passed a fiduciary guideline. He has also earned the Retirement Management Advisor (RMA ® ) and CBBF professional designations.

Insurance 59

Insurance Retirement Financial Advisor License 59

Sara Grillo

SEPTEMBER 26, 2022

In Part Two of our two part series on the CFP Board, the heated debate continues. We’ll discuss these questions: The CFP Board has specifically stated that it wants the CFP® mark to be a requirement for anyone who practices financial planning. What do you believe the CFP Board’s role should be in the future?

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Sara Grillo

APRIL 11, 2022

Please conduct your own diligence on any wealth manager you are considering hiring. Today, I have Rick Perry with me, who is an hourly advisor, a CFP charter holder, and the host of the Bogle heads podcast, which has over 1 million views. Ryan Firth, CPA. Did I leave anyone off the list? Let me know. It was very successful.

Financial Advisor 52

Financial Advisor Portfolio Clients Management 52